Distribution Schedule
Clarity, certainty, and precision at every stage of estate distribution.
Finalising an estate requires more than just identifying beneficiaries; it requires a precise legal and sometimes mathematical breakdown of exactly who receives what. At Fleetwood, we provide comprehensive distribution schedules for Executors and Administrators, making sure that every penny is distributed fairly and correctly.
Contact us today to ensure your final calculations are accurate.
Clarifying the “50/50” Misconception
A common and potentially costly misunderstanding in estate administration involves intestacy cases involving aunts and uncles. Many people mistakenly believe that an estate must always be split equally between the maternal and paternal sides of the family.
In this scenario, the law does not use a “two-halves” approach for family trees. If the deceased had ten aunts and uncles on their father’s side and only one on their mother’s side, the estate is not divided 50/50 between the two branches. Instead, it is typically divided equally among all eligible families.
Protecting Executors Through Estate Distribution
Are you unsure how the statutory legacy or rules of intestacy apply to your specific family tree?
As an Executor or Administrator, you are personally liable for any mistakes made during distribution. Our schedules provide a clear, audit-ready roadmap that prevents the “per-stirpes” vs. “per-capita” confusion that often leads to legal disputes.
- Precision Accounting: We calculate shares down to the exact percentage, accounting for predeceased relatives and substituted beneficiaries.
- Conflict Resolution: A professional, third-party schedule helps manage beneficiary expectations and provides transparency to all parties involved.
- Liability Protection: By following a vetted distribution plan, you demonstrate due diligence and fulfil your fiduciary duties.
International and Complex Distributions
The complexity increases significantly when beneficiaries are located overseas or when the family tree spans multiple generations. We specialise in dealing with these issues in order to create a comprehensive distribution plan.
Fixed Fee Distribution Schedules You Can Rely On.
We all appreciate that every family is different; as such, it is simply not possible to offer a standard price list for this type of research. We are able to provide a fixed quote based upon the number of beneficiaries and the complexity of the family. This ensures you only pay for the specific work your estate requires.
For help and advice call 020 8432 3101 or make an enquiry.